Advisor at BRC Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
BRC Financial Planning
Location
Owings Mills, MD
Credentials
CFP®, Series 66
Industry experience
19 years
Brandon Croxton is a CFP®-certified financial advisor with 19 years of industry experience. He is the principal of BRC Financial Planning, an independent advisory firm he founded in 2025. Prior to this, he held roles at Lombard Securities and Edelman Financial Services, among others. He serves as a board member of Stocks in the Future, a nonprofit that teaches investment principles to middle school students in underserved communities. BRC Financial Planning provides investment management, financial planning, and retirement plan consulting services to individuals, high net-worth clients, and institutional sponsors. The firm employs a client-specific approach using modern portfolio theory and a combination of passive and active investment strategies, primarily through the Betterment platform.
Based on BRC Financial Planning
Project-based financial planning fixed fees range from $350 to $1,250; ongoing fixed fees from $62.50 to $200 per month
$0 - $300,000: 1.75% $300,001 - $500,000: 1.25% $500,001 - $1,000,000: 0.90% $1,000,001+: 0.50%
Financial planning services at $150 per hour
Minimum fee: Initial financial plan fee up to $3,000; ongoing financial planning fixed fees from $62.50 to $200 per month Fee-only: Financial planning services charged hourly at $150/hour, fixed fees between $350 to $1,250 for project-based planning
Owings Mills, MD
Maryland
BRC Financial Planning LLC
2025 - Present (1 year)
Building and Empowering Baltimore LLC
2019 - Present (7 years)
Stocks in the Future
2018 - Present (8 years)
Lombard Securities
2017 - 2025 (8 years)
EF Legacy Securities, LLC
2016 - 2016 (1 year)
Croxton, Thornton, Hammond LLC
2015 - Present (11 years)
Edelman Financial Services Llc
2010 - 2016 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®
Eldersburg, MD
ABEL Financial Management Co.
Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.
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